Joe W. Scheid, AIF®, CFBS, CLTC
Joe Scheid is a Founding Member of Legacy C-Suite. Nearly twenty-five years ago, Joe was drawn to financial planning as a way to make a positive impact on people. His unique, down to earth approach helps client identify and navigate the emotional drivers behind financial decisions. Empowering clients to make sound financial decisions, inspires Joe to this day.
Over the years, Joe has helped his business owner clients reach their financial objectives. Business owner clients have unique circumstances requiring nuanced, specialized skills. Joe has helped this unique set of clients understand the value of their business and what the overall impact their business value has on personal net worth, asset balancing, market timing and personal exit time horizons. Together, through many discovery conversations, succession objectives are identified and strategies are explore to achieve optimal results.
Joe was born and raised in Phoenix, Arizona. He earned his Bachelor of Science degree from the W.P. Carey School of Business at Arizona State University. Joe is a Certified Family Business Specialist and holds a Certification in Long-Term Care Planning. He has been a Board Member of the 100 Club of Arizona since 2003 (First Responders Foundation) and has served as Chairman. He shares his life with his wife Jenny and their furry son, Walter.